BoJ Clearly Removed the Sting Out of the Normalization Debate
Markets The ECB took center stage yesterday. Several speeches from high-profile policymakers were due, including […]
Netflix Up, P&G Down
The S&P500 traded lower for a third day, the US yields rebounded, as the US […]
ECB Holds the Course
Market movers today Data calendar for Friday is almost empty. We have only UK retail […]
Cliff Notes: The New Year Brings Optimism Over Inflation
Key insights from the week that was. This week’s data was broadly supportive of confidence, […]
Inflation Dynamics Point to RBA’s Tightening Cycle Peaking after the FOMC
The central issue for the economies and markets will be the evolution of inflation over […]
Why Oil Prices Have Been All Over the Place
The price of crude has been on something of a roller-coaster since the start of […]
US Data, and the Disinflation Narrative
After months of inflation coming in way above the Fed’s target, the latest releases show […]
Stocks Fall on Lingering Recession Fears
US futures Dow futures -0.84% at 32996 S&P futures -0.82% at 3894 Nasdaq futures -0.9% […]
Central Bank Warnings
It’s been a solid start to the year for equity markets but that optimism appears […]
With the Bank of Japan Sticking to its Ultrasoft Policy, JPY Looks Overbought
The Bank of Japan, which has not changed interest rates for the past six years […]
AUD/USD Slides after Soft Aussie Job Report
The Australian dollar has extended its slide on Thursday. AUD/USD is trading at 0.6884 in […]
Won’t Be Easy for EUR/USD to Push Through Recent Highs
Markets The BoJ’s status quo set the tone for core bond yields right from the […]